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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,311 | $154,228-87.5% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.54% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,867 | $4,804-61.1% | $4,554-59.0% | $4,156-55.1% |
| Participant deferral / active EE | $5,777 | $8,216-29.7% | $7,897-26.8% | $6,407-9.8% |
| Admin fee / account holder | $6,161 | $14,344-57.0% | $13,129-53.1% | $12,270-49.8% |